Business Navigators

Cash is the lifeblood of any business; even a profitable business can fail because of poor cashflow.

Every business should undertake an annual Cashflow Forecast to aid their planning and decision-making. We want you to be proactive in managing your cashflow – not assuming you only need one if the bank asks for it.

When you know how much money will be coming in and out of your business and when, you can confidently plan and execute desired growth and improvement strategies to achieve positive change.

Cashflow planning is the best practice in any business and critical to survival and growth.

Our Cashflow Management service is designed to help you improve your Cash Conversion Cycle and maximise your cashflow. It will allow you to predict large cash outflows and respond to changes in your business.

Managing cashflow is all about your business processes. We’ll conduct a thorough review of your processes to identify any potential causes of poor cashflow so we can treat the underlying issues.

We’ll meet with you on a quarterly basis to monitor, analyse, and adjust your key cashflow drivers. Acting as your accountability coach, we’ll help you set annual goals and devise an action plan to ensure you implement improvement strategies for maximum results.

If you’re not measuring your financial results and key drivers in your business, you can’t properly manage them or implement meaningful improvement strategies and achieve your business goals.

Your monthly Management Report will provide a snapshot of your results, ensuring you understand your financial position and have accurate and up-to-date information on which to base your decisions. Regularly monitoring your key drivers and financial results ensures you’re on track to achieve your goals.

We’ll start with an initial meeting to determine which drivers to measure and ensure you understand how to interpret your reports. Each month we’ll send you a report followed by a 15-minute momentum call to discuss your results, identify areas for improvement, and set actions to ensure you’re on track to achieve your goals.

We can take care of your annual accounting and tax needs. To do this effectively we have designed 4 packages, at fixed monthly fees, to cover your differing levels of our accounting requirements.

This is handy as it allows you to budget for your chosen level of service with clarity of your amount of investment. Better yet, once you become a client all packages unlock access to unlimited phone and email support for quick queries (i.e. those that we can resolve within 10 minutes) at no extra cost!

As a business owner, you can sometimes feel alone and unsupported – spending little time working on your business and feeling trapped in the day-to-day pressures of working in your business.

Our Quarterly Coaching service provides you with increased accountability and support, so you achieve the results you want from your business.

The outcomes include increased profitability and cashflow, customised reporting templates to measure actual performance against forecasts, and access to an expert sounding board to ensure you continue working towards your goals.

Owning and operating a business is hard work. Our Monthly Coaching programme provides you with accountability and support to ensure you make the best decisions for you and your business. Together, we’ll work to develop strategies to achieve your desired outcomes and gain the lifestyle you want.

Whether your business needs guidance to navigate major change or you simply want regular contact with a trusted coach, we’d love to help!

As a business owner, you can sometimes feel alone and unsupported – spending little time working on your business and feeling trapped in the day-to-day pressures of working in your business.

We’ll help you to understand your business better, enabling you to better manage your cashflow. Good management decisions rely on a sound understanding of the financial implications for your business.

This service involves meeting with us regularly to discuss your financial results, culminating in you learning to produce and interpret your own customised monthly financial reports.

We love cloud-based accounting. And we love Xero’s software. As a Xero Partner, we have got the knowledge and experience to support you to get the most out of your accounting software. We can also help you with set-up, implementation, and training on the software to help you on your way.

We like to recommend Xero to clients who need an accounting system and can potentially access you a discounted subscription on your chosen monthly plan. Just ask us!

Core Values are the essence of a company’s identity. They support the vision and shape the culture of an organisation. Creating Core Values for your business provides a great foundation and guide for how your team should interact with your clients and each other.

Attendees will complete pre-work to get thinking about their values and vision so that everyone is prepared to gain maximum benefit from the 4-hour session. We’ll then guide you through our structured process to create up to five Core Values with definitions that will underpin the expectations of behaviour within your organisation.

Core Values make leading and managing a team and client expectations much easier. When your team live and breathe your Core Values, you’re more likely to achieve your business goals. As Management Consultant and Educator Peter Drucker once said, “Culture eats strategy for breakfast”.

Many businesses don’t have absolute clarity around their team’s defined roles and responsibilities. Often this results in business owners wearing too many ‘hats’, meaning precious little time to spend on business strategy or high-level activities that create real value for your business.

An Organisational Review will help you to build a functional Organisation Chart, visually defining departments, functions, roles, and responsibilities. We’ll help you structure your business so it’s more sustainable, scalable, and ultimately, saleable.